印度第三季智能手機出貨量創單季新高 小米(01810.HK)市佔續居首
調查機構Canalys發表報告指,印度智能手機出貨量在第三季呈現復甦,按年增長8%至5,000萬台,創單季出貨量新高,當中小米(01810.HK)市佔率仍然排首位,出貨量按年升9%至1,310萬台,市佔率由去年同期的25.9%進一步增至26.1%,排名第二的三星出貨量則按年升7%至1,020萬台,而Vivo、Realme及Oppo市佔率則分別排第三至第五,出貨量分別升19%、23%及6%。
該行的分析指出,經過三個月的鎖國,印度政府正緩慢地放寬抗疫措施,帶動市場持續增長,而大部分品牌出貨量均有正增長,特別是具線上渠道的廠商。儘管經濟下行,但亞馬遜(AMZN.US)及FlipKart的銷售持續向上,反映當地對具性價比的智能手機仍有需求。
雖然中印兩地關係於過去數月持續緊張,但仍未見到對消費者購買意欲有影響,現時中資廠商仍佔當地智能手機出貨量的76%,較去年同期增兩個百分點,但認為中印糾紛令中資品牌採更保守態度,包括削減營銷開支等。
值得留意的是蘋果(AAPL.US)第三季在印度重拾增長,期內出貨量達80萬台,增長達雙位數,反映公司終於投放更多精力在印度市場,在當地開設線上商店等,同時亦有提供AirPods及iPhone的套餐吸引客戶購買,惟新的iPhone 12系列料較難在當地銷售,因為當地仍未有大眾化的5G基建,而5G則為新機的一大賣點。
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